Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
Description
Docket serves as a tool for managing scope changes specifically designed for studios and agencies, addressing a common oversight in tracking mid-project client requests. Clients can easily submit change requests via a structured link that doesn't necessitate account creation, where they outline their desires, rationales, reference materials, and deadlines. Once a request is made, you are promptly notified to evaluate its implications, allowing you to accept, decline, or initiate a discussion, while also incorporating cost and timeline estimates. Docket then produces a clear summary, for example: "Adding the dashboard: +3 days, +$800. Approval required before work begins", and circulates this information back to the client as a link, making it convenient for them to approve or reject the request within seconds.
Each approval process is meticulously timestamped, attributed, and archived permanently, complete with email notifications and click tracking, along with optional verification for projects of high financial significance. The comprehensive log associated with every project is filterable and can be exported as a signed PDF, which is valuable for invoicing or resolving any disputes that may arise, ensuring a transparent and organized workflow. Furthermore, this structured approach enhances communication and accountability between agencies and clients, minimizing misunderstandings and streamlining project management.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
$79/month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
Docket
Founded
2026
Country
United States
Website
scopedocket.com
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Product Features
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No